he is gordon johnson and his call was first solar. we're going to set it up here, gord gordon.ad a sell rating on it since october of 2008. that stock then was around $140 a share. it is down 81% since that time. it was perhaps the best short call i have seen personally in a decade. so, welcome. >> thank you. thank you for the setup. >> well, are you still short first solar or pretty much is this as much as you're going to make? 81% return? >> we're still short first solar. in their q 2 earnings report on page 8 of their earnings presentation they stated that their cost to produce their modules are 72 cents. their modules -- 72 cents a watt. their modules are 12.7% efficient. yesterday it came out that the crystal and silicon modules, competing modules, are selling in the market, the selling price is $67 cents a watt. those are 17% efficient. it makes no sense to buy a first solar module right now. we think the only reason the company is making money is because they have projects that they purchased years ago which are allowing them to make money an revenue. >> you threw out a

so, let's bring in the analyst at the hard of this, gordon johnson of hacks yom capital, well known to our viewers, gordon, polypore says this is a tour issue, late in your application, a space issue. do you think otherwise? >> well, i will just say we are not going to send the analyst a day. we brought information about supply and demand analysis as well as the dry process versus wet process and i think some of those dat a points we brought forth haven't been -- have not been brought forth before we initiate on the stock at $56 a share, see where it is at today, last time we looked, it was $35 a share. seen gm come out and announce cuts to production of volt. nissan come out and polypore come out and announce a new battery supplier who does not use polypore. i think a lot of the analysis we have done has come to fruition yet we continue to try to reach out to this company and they have they are not responding back us to, which isn't atypical, but we like to chat with management, get their side of the story so we can see. >> gordon this is herb. this is kind of interesting. we have see

johnson got into the qualify by taking the 12th. gordon finished in 35th place. to go, keselowski's got him out of the pits. keselowski held johnson off for the win. that puts keselowski on top of the haep -- the heap by john son-in-law. >>> you - - johnson. >>> stanford moves up to ninth place after their win. >>> here are the six high school games you'll be voting on this week to determine which one will be our game of the week on friday. it's mcclymonds at oak grove, milpitas at valley christian, gunn at palo alto, de la p-z salle at granada, monte vista. that will do it for this late sunday night edition of sports wrap. have a good week everybody. >> coach harbaugh clearly on a joking mood with that $2 steak. >> that might be the new one that gets coined and put on a t- shirt or something. tough as a $2 steak. >> all right sums it up. thanks. >> that's our report for tonight. thank you for trusting ktvu channel 2 news. we'll see you the next time news breaks. >> be sure to join the ktvu morning news at 4:30 event 4:30 -- for all of those events planned to

johnson who made the great call on first solar. his best idea is to short u.s. steel right now. so gordoncompany with the citigroup analyst. >> quote, unquote, he said it would be an amazing trade to short that stock. >> is it time to tune into tivo? it is soaring today on sentiments of its litigation with verizon. >> a big deal for tivo and its investors. the spat was related to its dvr technology, recording great shows like "street signs" and watching them again and again and again. >> what's wrong with that? >> nothing. >> with the commercials, by the way. >> verizon is going to provide total compensation to tivo, about $250 million. they are going to dismiss all pending litigation. sorry, lawyers. by the way, just the latest in a string of patent settlements for tivo. way off its highs, you know. we'll bring up a longer term chart. good news for tivo. we'll move faster. >> one you need to know. you never apologize to the lawyers. they are doing very fine. thank you very much. >> cooper tires get the vote of confidence from deutsche bank. this is an upgrade to a buy from a hold. >> thi